Best practices for setting up projects

Question

We recently adopted using Captivate for our WBT modules.
As a former Flash and Director user, I can say it’s
fast and does some great things. Doesn’t play so nice with
others on different occasions, but I’m learning. This forum
has been a great source for search and read on specific topics.
I’m trying to understand best practices for using this
product. We’ve had some problems with file size and
incorporating audio and video into our projects. Fortunately, the
forum has helped a lot with that. What I haven’t found a lot
of information on is good or better ways to set up individual
files, use multiple files and publish projects. We’ve decided
to go the route of putting standalones on our Intranet. My gut says
yuck, but for our situation I have yet to find a better way.
My question for discussion, then is: what are some best
practices for setting up individual files, using multiple files and
publishing projects? Any references or input on this would be
appreciated.

Answer 1

Hi,
Here are some of my suggestions:
1) Set up a style guide for all your standard slides. Eg.
Title slide, Index slide, chapter slide, end slide, screen capture,
non-screen capture, quizzes etc. This makes life a lot easier.
2) Create your own buttons and captions. The standard ones
are pretty ordinary, and it's hard to get a slick looking style
happening with the standard captions. They are pretty easy to
create (search for add print button to learn how to create
buttons). There should instructions on how to customise captions
somewhere on this forum. Customising means that you can also use
words, symbols, colours unique to your organisation.
3) Google elearning providers. Most use captivate and will
allow you to open samples or temporarily view selected modules.
This will give you great insight on what not to do and some good
ideas on what works well.
4) Timings: Using the above research, I got others to
complete the sample modules to get a feel for timings. The results
were clear, 10 mins good, 15 mins okay, 20 mins kind of okay, 30
mins bad, bad, bad. It's truly better to have a learner complete
2-3 short modules in 30 mins than one big monster. The other
benefit is that shorter files equal smaller size.
5) Narration: It's best to narrate each slide individually
(particularly for screen capture slides). You are more likely to
get it right on the first take, it's easier to edit and you don't
have to re-record the whole thing if you need to update it in
future. To get a slicker effect, use at least two voices: one male,
one female and use slightly different accents.
6) Screen capture slides: If you are recording filling out
long window based databse pages where the compulsory fields are
marked (eg. with a red asterisk) - you don't need to show how to
fill out every field. It's much easier for the learner (and you) to
show how to fill out the first few fields, then fade the screen
capture out, fade the end of the form in with the instructions on
what to do next. This will reduce your file size. In one of my
forms, this meant the removal of about 18 slides!
7) Auto captions: they are verbose (eg. 'Click on Print
Button' instead of 'Click Print'; 'Select the Print Preview item'
instead of 'Select Print Preview'). You have to edit them.
8) PC training syntax: Buttons and hyperlinks should normally
be 'click'; selections from drop down boxes or file lists are
normally 'select': Captivate sometimes mixes them up. Instructions
should always be written in the correct order: eg. Good: Click
'File', Select 'Print Preview'; Bad: Select 'Print Preview' from
the 'File Menu'. Button names, hyperlinks, selections are normally
written in bold
9) Instruction syntax: should always be written in an active
voice: eg. 'Click Options to open the printer menu' instead of
'When the Options button is clicked on, the printer menu will open'
10) Break all modules into chapters. Frame each chapter with
a chapter slide. It's also a good idea to show the Index page
before each chapter slide with a progress indicator (I use an
animated arrow to flash next to the name of the next chapter), I
use a start button rather a 'next' button for the start of each
chapter. You should always have a module overview with the purpose
of the course and a summary slide which states what was covered and
they have complete the module.
11) Put a transparent click button somewhere on each slide.
Set the properties of the click box to take the learner back to the
start of the current chapter by pressing F2. This allows them to
jump back to the start of their chapter at any time. You can also
do a similar thing on the index pages which jumps them to another
chapter.
12) Recording video capture: best to do it at normal speed
and be concious of where your mouse is. Minimise your clicks. Most
people (until they start working with captivate) are sloppy with
their mouse and you end up with lots of unnecessarily slides that
you have to delete out. The speed will default to how you recorded
it and this will reduce the amount of time you spend on changing
timings.
13) Captions: My rule of thumb is minimum of 4 seconds - and
longer depending on the amount of words. Eg. Click 'Print Preview'
is 4 seconds, a paragraph is longer. If you creating knowledge
based modules, make the timing long (eg. 2-3 minutes) and put in a
next button so that the learner can click when they are ready.
Also, narration means the slides will normally be slightly longer.
14) Be creative: Capitvate is desk bound. There are some
learners that just don't respond no matter how interactive
Captivate can be. Incorporate non-captivate and desk free
activities. Eg. As part of our OHS module, there is an activity
where the learner has to print off the floor plan, and then wander
around the floor marking on th emap key items such as: fire exits;
first aid kit, broom and mop cupboard, stationary cupboard, etc.
Good luck!